See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,328 | $82,664-40.3% | $125,339-60.6% | $68,494-28.0% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -11.58% | -5.97%-5.6pp | 572.05%-583.6pp | -7.84%-3.7pp |
| Employer contribution / active EE | $2,724 | $3,381-19.4% | $4,814-43.4% | $2,596+4.9% |
| Participant deferral / active EE | $3,325 | $6,110-45.6% | $7,446-55.4% | $4,027-17.4% |
| Admin fee / account holder | $839 | $6,275-86.6% | $10,010-91.6% | $5,403-84.5% |